The Investment Research Analyst Intern will gain hands-on experience by working closely with our Investment Team. The paid internship offers the opportunity to develop your analytical skills and deepen your understanding of equity, fixed income, and alternative investments. You will be involved in real-world projects and contribute to the research and management of client portfolios.

This in-person internship in our Carmel, IN office.

Responsibilities:

• Assist in analyzing public fund managers and individual stocks and bonds
• Support research and due diligence on alternative investment managers and private products
• Participate in team discussions and contribute to investment decision-making processes
• Attend team meetings, investment presentations, and training sessions
• Querying, cleaning, and analyzing advisor and client data
• Administrative tasks including record entry, database maintenance, and scanning/filing

Requirements

• Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information
• Ability to work collaboratively in a team environment
• High level of attention to detail and accuracy
• Excellent written and verbal communication skills
• Strong computer skills, specifically advanced knowledge of Microsoft Excel and other Microsoft Office products
• Intermediate industry knowledge is preferred along with interest in the pursuing the CFA designation

Program Benefits

• Comprehensive training and development opportunities across a wide range of investment disciplines
• Potential to hire for full-time Valeo Investment Analyst Rotational Program upon successful completion of the internship

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with approximately $7B in assets under management. We provide comprehensive, independent financial advice to our clients with one, simple transparent fee. Our advisors never sell a product or earn a commission. We are committed to empowering the next generation and have 30 former interns on staff today. Learn from a team of 70+ CFP® | CFA® | CPA | JD | Master's credentialed advisors.

Valeo is an Equal Opportunity Employer. Valeo does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.